Create the appropriate profiles to meet the business requirements. Name the profiles after team names: Field Sales User, Inside Sales User, and Sales Executive User. Install the Trailhead Security superbadge managed package.
Install the unmanaged package from the prework if you haven't already. Configure a named credential and remote site according to the specifications outlined in the business requirements. Enter the billing service credentials in the custom setting. install the Step 1 - unmanaged package present in a use case in your org for all users.
What's the best way to look at trends and key metrics from your org? Dashboards and reports of course! Dashboards will show a visualization of reports, which allow you to gain better insight into your metrics. There are tons of dashboards and reports on the Salesforce Platform.
Whenever you choose to switch to salesforce, the first step is to decide which edition befits your requirements the most. It is an important process to understand salesforce features, limitations, and pricing as one wrong choice may result in such consequences that can't be undone.